Xi‑Trump Summit: Optics, History, and Taiwan’s Strategic Stakes
Julian Gewirtz joins me to chat about the Xi-Trump visit and all things US-China. We cover: -What to expect (and not expect) from the Trump-Xi “stalemate summit” -Historical echoes from the 1793 Macartney mission and the 1972 Nixon-Kissinger opening: summit optics, status games, and the choreography of power. -Taiwan: arms sales, declaratory language, and Beijing’s long game on Taiwanese morale and politics. -The good and bad case for China in the Iran conflict, and how Chinese officials may be reading America’s military commitments, political cohesion, and staying power. https://t.co/x0xg5IRy0A
China Bans Outbound Investments, Targeting the White House
pretty funny how we spent so much time arguing for outbound investment restrictions and then the chinese govt goes and does it for the white house...
Iran Conflict Drains Taiwan‑Ready Missiles, Threatening Victory
The Iran war burned through America’s L-RASM, JASSM-ER, and Tomahawk stockpiles — weapons designed for a Pacific fight against the PLA Navy, not the Iranian corvette fleet. Now Pentagon insiders are leaking that we can’t win a war over Taiwan,...
Jensen’s Pods Evade China Scrutiny Post‑export Controls
all the pods Jensen did since export controls started where no-one asked hard questions on China https://t.co/y0Q7rws6QT
Beijing Targets AI‑Powered Classrooms Nationwide by 2030
Beijing wants AI in every classroom by 2030, and pilot schools are already using AI to teach English, grade art, and screen kids for psychological problems. Check out our latest deep dive: https://t.co/jSQZaCR5la @tarbellcenter
Year's Top Reads: War, Exploration, and Atomic History
Reading's fun recap of my favorite books this year so far, featuring WWI trenches, WWII bombers, Columbus, Magellan, and nukes https://t.co/RUBofa98FX
Chinatalk Hikes Price After Lowball Offers.
chinatalk to date has gotten lowball offers from: deepseek tiktok smic huawei sorry folks but the price is going up
Trump Allegedly Plotted Hormuz Closure to Boost Green Transition
trump actually really hates climate change and wanted the strait of hormuz to close all this time to raise energy prices and accelerate the green transition
US Strategy: Tripoli 1804 vs Modern Iran War
did the US have a better regime strategy for Tripoli in 1804 than for this Iran War? https://t.co/NpmLLQSKnx
Speculation:
are we gunna get a @DavidSacks tweet about Super Micro smuggling billions of chips to China? https://t.co/TgZEv5DUed
AI Predicts Four Possible Outcomes for Iran War
the top 4 AI models on how the Iran war is going to resolve: https://t.co/ErtjiwsXtd
Trump Administration Winged War Amid Chaos, Oil Surge
Two weeks into the US-Iran war, CENTCOM has struck 6,000 targets, Hormuz is closed, oil is at $100 a barrel, the regime hasn’t fallen, and 400 kilograms of highly enriched uranium sit somewhere under rubble. In a new show with @shashj,...
AI Enables Software Abundance, Revamping Broken Government IT
new show with @cognition's @russelljkaplan on what software abundance could mean for state capacity. https://t.co/4r9Jhw6Jo6 we get into: Why government software is so broken — Despite spending over $100B annually on IT, critical systems at agencies like the Social Security Administration and U.S....
Iran Mirrors China's Rare‑Earth Economic Escalation Power
remember when the world saw that China had economic escalation dominance over Trump in the rare earths saga last fall? apparently Iran does too